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Kerr Financial Planning’s NIO NIO Stock Holding History

Kerr Financial Planning’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.14K Hold
1,214
– – 0.01% 415
2026
Q1 		$7.63K Hold
1,214
– – 0.01% 388
2025
Q4 		$5.83K Buy
1,214
+5
+0.4% +$31 0.01% 412
2025
Q3 		$7.4K Buy
+1,209
New +$6.51K 0.01% 385

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Kerr Financial Planning's NIO Position: Q2 2026 in Review

Kerr Financial Planning held its NIO (NIO) position steady in Q2 2026 at 1,214 shares worth $6.14K. The position accounts for 0.01% of the portfolio, ranked #415.

Kerr Financial Planning first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.63K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Kerr Financial Planning held 1,214 shares of NIO worth $6.14K as of Q2 2026.
  • Kerr Financial Planning left its NIO share count unchanged in Q2 2026.
  • NIO made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #415 holding.
  • Kerr Financial Planning first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's NIO position peaked at $7.63K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.